See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,968 | $65,365-23.6% | $92,893-46.2% | $72,985-31.5% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 28.66% | 42.10%-13.4pp | 109.41%-80.8pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,218 | $2,594-14.5% | $3,653-39.3% | $2,440-9.1% |
| Participant deferral / active EE | $4,408 | $3,128+40.9% | $4,236+4.1% | $3,607+22.2% |
| Admin fee / account holder | $6,204 | $4,251+45.9% | $5,794+7.1% | $5,124+21.1% |